2023 Form 5500 filing — Inszone Insurance Services LLC 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014155713NAL0015251971001) for Inszone Insurance Services LLC 401(K) Plan, reported by Inszone Insurance Services LLC under EIN 26-0879471 and plan number 002. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.7MReported net assets$6,725,833

Participants310

Provider compensation$4.7K3 Schedule C row(s)$4,699

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014155713NAL0015251971001
Plan sponsor: Inszone Insurance Services LLC
EIN: 26-0879471
Plan number: 002
Location: Rancho Cordova, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.7M total assets

Net assets$6.7MLiabilities—

Money in vs. money out

Total income / additions$3.2M

Total expenses$417.5K

Benefits paid / distributions$409.3K

Contributions

Employer$687.2K

Participant$1.4M

Full reported line items

Total assets (EOY): $6,725,833
Net assets (EOY): $6,725,833
Employer contributions: $687,191
Participant contributions: $1,383,663
Total income / additions: $3,239,518
Benefits paid: $409,327
Administrative expenses: $8,153
Total expenses: $417,480
Net increase / (decrease): $2,822,038

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Hicks Pension Services$2.3K
OTHER SERVICES · Direct $0 · Indirect $2.3K
2
Morningstar$1.6K
INVESTMENT ADVISORY · Direct $805 · Indirect $831
3
Voya Retirement Insurance And Annui$805
SERVICE PROVIDER · Direct $805 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014155713NAL0015251971001 cover?: It is the 2023 Form 5500 filing for Inszone Insurance Services LLC 401(K) Plan, reported by Inszone Insurance Services LLC (EIN 26-0879471).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).